Second Half Financial Partners, LLC

Q1 2026 13F-HR Holdings

Location
Sebring, FL
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
96
Total value ($000)
$222,105
Net value change ($000)
-3,143 (-1.4%)
New positions
18
Sold out positions
24
Turnover %
7.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWM 903 60.6%
RKT 838 NEW
EXPE 670 NEW
QCOM 620 NEW
CRM 619 NEW
BMY 594 NEW
MO 587 NEW
ANET 570 NEW
EXEL 545 NEW
LRCX 520 NEW
Top Reduces (Value $000, Stocks/ETFs)
QQQI -2,083 -7.7%
SPYI -1,279 -6.0%
RDVY -749 -100.0%
PWR -669 -100.0%
OMAH -624 -3.8%
JPM -624 -44.3%
MSFT -538 -38.2%
V -488 -69.5%
FANG -474 -100.0%
AMZN -467 -36.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type